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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a preliminary business update revealed record-shattering new orders and a significant beat on gross margin guidance. Community sentiment has shifted aggressively toward a potential short squeeze, as investors focus on the company's massive order backlog and stronger-than-expected profitability in the AI server sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors react to reports of delays in the rollout of its flagship Gemini 3.5 Pro AI model, sparking concerns over the company's competitive position against OpenAI and Anthropic. The community is sharply divided, with many viewing the dip as a prime accumulation opportunity for a long-term AI infrastructure play, while others worry that high CAPEX spending without immediate product breakthroughs could pressure the stock.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is currently a major focal point for investors as the company's upcoming earnings report is seen as a pivotal catalyst for the broader AI sector's trajectory. Market participants are heavily scrutinizing the company's AI-related capital expenditure guidance and cloud revenue growth, as these figures are expected to set the tone for the sustainability of the ongoing AI infrastructure buildout.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN Limited is surging following the announcement of $2.8 billion in new multi-year AI cloud contracts, which has successfully bolstered investor confidence in the company's growth outlook and capital efficiency. The community is actively discussing the stock's strong recovery, the potential for a short squeeze given elevated interest, and the strategic importance of its recent expansion deals within the AI infrastructure sector.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to a significant partnership with Microsoft to deploy its new Helios rack-scale AI systems, fueling investor optimism about its competitive position against Nvidia. Despite this momentum, the community remains divided, with active debates centered on whether this rally represents a fundamental breakout or an overvalued AI bubble ripe for a correction.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors monitor its resilience and infrastructure leadership amid broader sector volatility, with the community actively debating whether the stock's recent price action signals a breakout or a potential correction driven by AI demand cycles. Traders are closely analyzing order flow and comparative performance against peers like Super Micro Computer and HPE, while weighing the impact of institutional activity and macro-sensitive catalysts on the company's enterprise AI server growth story.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is drawing significant community attention as investors debate its long-term potential in the physical AI and autonomous delivery sector despite recent price volatility and high short interest. Discussion is currently focused on the company's fleet expansion efforts, the impact of recent institutional partnerships, and speculation regarding potential buyout interest.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently in the spotlight following the U.S. Air Force's decision to triple the ceiling for the National Security Space Launch program to $17 billion, a move that reinforces the company's defense-oriented growth trajectory. While the stock has faced significant downward pressure recently, the community remains intensely divided between those holding for long-term Neutron rocket milestones and those concerned about persistent share price volatility and sector-wide sentiment.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing extreme volatility as investors navigate a rapid market rotation, with community sentiment intensely divided between those hunting for a bottom in semiconductor memory stocks and traders exploiting sharp, intraday fluctuations. Discussion is dominated by the ongoing interplay between aggressive short-selling and massive buying of the dip, fueled by speculative reactions to geopolitical tensions and the high-stakes outlook for upcoming chip sector earnings.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors react to China adding the company to its export control list, a development that highlights its strategic importance to the U.S. defense and technology supply chain. The community is actively discussing the stock's role in domestic production, while technical traders are monitoring key support levels and insider activity to gauge the next potential reversal.

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ORCL, BE, HUT, Or IREN: Retail Investors Are Split Between Two Data Center Stocks Despite Diverging Returns

Equity

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.


CIFR, CLSK, MARA Stocks Jump After Hut 8, IREN Fuel Digital Infrastructure Rally 

The rally followed weeks of selling pressure that left most of the sector deep in negative territory for July.


Hut 8's Beacon Point Campus Fully Booked: Second $9.8 Billion Lease Doubles Tenant's Footprint

Hut 8 plans to bring a 352 MW Nvidia-powered AI data hall online by 2028, with the fully built-out campus expected to generate $1.31 billion in annual net operating revenue.

Hut 8 Fully Commercializes 1 GW Beacon Point AI Data Center Campus with Second 352 MW IT Lease, Bringing Campus-Level Base-Term Contract Value to $19.6 Billion

Hut 8 Fully Commercializes 1 GW Beacon Point AI Data Center Campus with Second 352 MW IT Lease, Bringing Campus-Level Base-Term Contract Value to $19.6 Billion Hut 8 Fully Commercializes 1 GW Beacon Point AI Data Center Campus with Second 352 MW IT Lease, Bringing Campus-Level Base-Term Contract...

Hut 8 Stock Hits One-Month Low – Analyst Doubles Price Target Amid The Dip

Hut 8 holds 10,278 Bitcoin worth roughly $665 million and is scheduled to report second-quarter results next month.

Hut 8 Schedules Second Quarter 2026 Earnings Release and Conference Call

Hut 8 Schedules Second Quarter 2026 Earnings Release and Conference Call Hut 8 Schedules Second Quarter 2026 Earnings Release and Conference Call PR Newswire MIAMI, July 13, 2026 MIAMI, July 13, 2026 /PRNewswire/ --Hut 8 Corp. (Nasdaq, TSX: HUT) ("Hut 8" or the "Company"), an energy infrastructure...

KEEL Vs WULF Vs HUT Vs CIFR: Which Former Bitcoin Miner Is The Better AI Infra Play?

Keel Infrastructure, TeraWulf, Hut 8, and Cipher Digital have posted substantial returns this year, with HUT stock outperforming its peers, jumping more than 131%. 

Nasdaq, S&P 500, Dow Futures Rise After Fourth Of July Break As Investors Await Fed Minutes: SLS, ONDS, HOOD, MARA, HUT In Focus

U.S. stock futures edged higher in the overnight session ahead of Monday’s open following a strong rally in the prior week. 

Hut 8-Backed American Bitcoin To Slash Share Count By More Than 90% In Reverse Split

Even as Bitcoin miners embrace AI and high-performance computing, the crypto market downturn continues to put pressure on them.

A $27M-Per-Megawatt Data Center Deal Just Gave Bitcoin Miners A Price Tag — And VanEck Says CIFR, HUT Are Way Too Cheap

Matthew Sigel’s analysis used Digital Realty's $3.5 billion Northern Virginia data center transaction as a benchmark.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

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Nebius ($NBIS)

CoreWeave ($CRWV)

IREN ($IREN)

Applied Digital ($APLD)

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Which neocloud stock are you most bullish on for the rest of 2026? 
 
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